HURDLEADVISORY Let’s talk

An advisory partner at every step.

Technology enablement and governance move together. We help your firm set direction, assess risk, put controls into practice, and keep them current as your use of AI evolves.

Explore our advisory role
YOUR FIRM + HURDLEGovernance in practice
  1. 01Policy & ownershipAgree how AI should be used in your firm.
  2. 02Risk assessmentMatch the level of oversight to the use case.
  3. 03Implementation & controlsTranslate policy into how the work runs.
  4. 04Ongoing reviewKeep governance current as your use of AI grows.
ALONGSIDE YOUR FIRM

Governance in
four stages.

Governance starts before a build and continues after it goes live. We work with your investment, operations, and compliance teams to make it part of how your firm uses AI.

Policy & ownership

Agree how AI should be used in your firm.

Start with your existing policy, a working draft, or a blank page. We help your team turn its priorities into practical guidance for AI use.

  • Define acceptable uses and the boundaries for confidential information.
  • Clarify who owns decisions, approvals, and escalation.
  • Establish how new AI uses will be proposed and reviewed.

Working toward A clear policy, named owners, and agreed boundaries.

Risk assessment

Match the level of oversight to the use case.

Different uses of AI call for different safeguards. We help assess the data involved, the decisions being supported, and the consequences of getting it wrong.

  • Consider data sensitivity, access, and the impact of an error.
  • Review model and vendor choices against your firm’s requirements.
  • Give automations that can take action greater scrutiny and defined approval boundaries.

Working toward A shared view of risk and proportionate oversight.

Implementation & controls

Translate policy into how the work runs.

We connect the governance decisions to the build itself, so permissions, review steps, and exception handling reflect the boundaries you have agreed.

  • Define access scopes and who can authorize consequential actions.
  • Build in human review, escalation, and records of actions.
  • Agree how the team will handle exceptions before deployment.

Working toward Controls your team can use, inspect, and understand.

See policy in practice

Ongoing review

Keep governance current as your use of AI grows.

Governance needs attention as systems, models, and the firm’s needs change. We help establish a review cadence and revisit decisions as the work develops.

  • Review performance, exceptions, and lessons from the team.
  • Reassess changes to models, vendors, data, or use cases.
  • Refine policies and controls as you decide where to expand.

Working toward A review cadence and a clear path for responsible expansion.

THE WORKING RELATIONSHIP

You set the direction. We help translate it into practical policies, decisions, and controls.

FROM ADVICE TO IMPLEMENTATION

Policy becomes
practice.

The policy sets the boundaries. The build puts them to work through permissions, approval steps, and records your team can inspect.

Governance is right-sized for your firm, with policies, procedures, and controls calibrated to the AI workflows you use.

Explore the controls

Proposed changes

CRM update

ILLUSTRATIVE EXAMPLE · HUMAN CHECKPOINT

Review before action

Sources linked
Teaser, p. 4
Changes visible
Before and after
Exception flagged
Headquarters

ApproveDecision taken: Hold

Hold means no write.

The workflow pauses for a person to resolve the exception.

Decision log

Hold recorded

CRMNo write while on hold

A detail from the illustrative deal-intake walkthrough.

  • Prepare

    AI proposes

  • Review

    A person authorizes

  • Record

    The action is logged

INSIDE EVERY WORKFLOW

Controls an investor
would ask for.

Hurdle comes from the investing side of the table, where the job included asking managers hard questions about process and controls. The automation we build has to survive those same questions.

01 BEFORE ACTION

Set the boundaries.

Your tenant, your data

Everything runs inside your firm’s existing applications. There’s no Hurdle database holding your deal flow.

Permissions that default to no

New users can read but not approve until an admin turns them on. Spoofed or unauthorized replies get quarantined and reported.

02 AT THE DECISION

Keep judgment with people.

Approval before action

Every write to your CRM or files waits for an authorized person to say yes. Approvals happen over email, so there’s no new tool to check. Any exception is a documented decision your firm makes.

Escalates instead of guessing

When the system hits low confidence, an ambiguous match, or a document it can’t read, it flags a person rather than pushing through a guess.

03 AFTER ACTION

Make the work reviewable.

A full audit trail

Every change is recorded with before-and-after values, who approved it, and when. There’s never a question of what the AI proposed and what a person authorized.

Restoration of supported changes

Retained prior values support restoration of supported changes by an authorized administrator. The available recovery actions and retention rules are defined for the deployment.

See the controls in a worked example
SECURITY

Your data managed
with care.

Workflows run inside your firm’s own tenant. Every change to a system of record is reviewed by a person and logged, and permissions default to no.

Talk to us about security
YOUR NEXT STEP

Wherever you are,
we can start there.

Bring your current policy, an early draft, or the questions you have yet to answer. We’ll help you identify the next decisions and put them into practice.

Start a conversation